Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Customer Satisfaction Surveys
After a ticket is resolved, AB Support can ask the customer how the support went — a 1–5 score and an optional comment, by email and in the chat widget. How to send one by hand or automatically, what customers see, and how to read CSAT on the dashboard.
Leads from Your Website Form or API
Point your website's download, demo or contact form at AB Sales and every submission becomes a lead — no sign-in, no backend. Covers the intake key, the HTML form snippet, the JSON API, what a repeat submission does, and what your visitor sees.
The AB Support Bot
The AB Support bot is for your team, not your customers — ask it a question and it answers from your desk's knowledge base with sources, check open tickets, see what is assigned to you, and pick the channel escalations land in.
Your Monthly Allowance: Transactions and AI Credits
AB Support meters two things each month — customer transactions and AI credits. What each one counts, where to watch what is left, the warning Home shows you at 80%, what happens when either runs out, and how Usage Packs add capacity.
Campaigns: Multi-Step Email Sequences
A campaign is an ordered sequence of emails the Agent sends a lead over time, stopping the moment they reply. Covers entry filters, steps and wait days, priority, what ends a sequence, and why nothing sends until a campaign exists.
Plans, Pricing, and Your Lead Allowance
AB Sales is priced by how many new leads you add, not by how many people use it. Your first 100 leads are free, a plan adds 1,000 new leads a month, and the allowance is shared across every workspace in your organization.
AB Support Troubleshooting
Fixes for the most common AB Support snags — replies stopping altogether, no inquiry cards, email not syncing, the AI answering wrong, the web-chat widget not appearing, WhatsApp and SMS not arriving, and signing in on the web.
AB Sales Troubleshooting
Answers to the most common AB Sales questions — an empty Contacts tab, being unable to add leads, missing workspaces, email that won't send, sample data, and sign-in issues.
MCP Tools Reference
All 55 MCP tools ActionBridge gives AI assistants — ab_* for AB Projects (tasks, schedule, Documents, project statuses and types), ab_crm_* for AB Sales (leads, labels, opportunities, activities, email), and ab_support_* for AB Support (tickets, triage, draft replies) — plus the slash-command prompts, resource feeds, which tools need a license, and which writes post a Microsoft Teams card.